FeeX did not find any alternative funds with lower fees and better past returns.
You can change the returns filter above to search for more options.

Similarity

?

100%

96%

90%

Annual Fees

?

$82.69

(0.81% Exp. Ratio)

$4.08

(0.04% Exp. Ratio)

$5.10

(0.05% Exp. Ratio)

Future Est. Balance in 30 yrs

Assuming 2.08% annual return

$14,540.38

$18,336.92

$18,281.97

Est. savings over 30 yrs

—

+$3,796.54

+$3,741.59

Return

As of 11/30/16

1 YR RETURN

1.09%

3 YR

1.96%

5 YR

1.97%

10 YR

3.50%

1 YR RETURN

2.00%

3 YR

2.72%

5 YR

2.31%

10 YR

--

1 YR RETURN

1.90%

3 YR

2.70%

5 YR

2.34%

10 YR

3.92%

Description

The investment seeks current income as well as preservation of capital.
The fund invests primarily in a diversified portfolio of investment-grade fixed income securities. The dollar-weighted average maturity of the fund's portfolio is normally expected to range from four to twelve years, but may vary outside that range from time to time, including due to market conditions or if deemed appropriate for temporary defensive purposes. Under normal circumstances, it invests at least 80% of its net assets plus any borrowings for investment purposes in investment-grade fixed income securities (bonds).

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays U.S. Aggregate Bond Index.
The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

The investment seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Barclays® U.S. Aggregate Bond Index.
The fund normally invests at least 80% of the fund's assets in bonds included in the Barclays® U.S. Aggregate Bond Index. Its manager uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays® U.S. Aggregate Bond Index using a smaller number of securities. The fund invests in Fidelity's central funds.

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

Resources

FeeX, Inc. ("FeeX") is an SEC-registered investment adviser. There are
many considerations which may influence your investment choices. FeeX's focus is on the fees
that you may be paying in your current investments versus the fees you could be paying in other
investments. FeeX does not aim to assess your investment style and allocation choices. FeeX
uses its best judgment in recommending similar alternatives with lower fees, but cannot
guarantee the performance of any recommended investment product or account. For additional
details regarding our advice and the risks of changing investment accounts, please see
our Brochure. The advice and information contained on or made available through this website
should not be construed as a distribution, or an offer to sell securities. FeeX's Concierge Service is an administrative service that does not consist of advice, and all investment advice is provided via the website. FeeX will not
share any personal information it collects with any third party, except for the cases specified in our Privacy Policy. FeeX will not, subject to
applicable securities law, be liable for any loss as a result of the use of our services. Investing in
mutual funds, exchange traded funds, and other securities carries risk of all or part of the amount
invested. Market data is provided by Morningstar. Past performance information is not indicative
of future returns.